India and AI in four numbers: the market the chip rally left out, 38,000 public GPUs, and a regulator drafting kill switch rules
I run r/IndiaCapitalMarkets , a small sub on India's capital markets for people outside India, so this is partly a plug. The AI angle is real though: in my reading the AI trade is one of the bigger forces on Indian equities this year. 1. The index gap. To 30 September 2026, MSCI Emerging Markets is…
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- 2026-10-07 18:07 · r/ArtificialInteligence
India and AI in four numbers: the market the chip rally left out, 38,000 public GPUs, and a regulator drafting kill switch rules